Web based software
This project is for a data bank and estimating/ proposal software with tracking. The basic flow of the software is as follows: Potential clients to call in where we then get any information we need about the client and the jobsite. This is entered in a customer information form and saved in a customer bank. That info is used to auto populate a customer lead that has a linear progression from measure to estimate to proposal to adding it as a job. This info is assigned to a Product Advisor (Called a PA.). The PA. will log in on line to a interface that searches the customer base by name, address, phone number or job number. They can only access the files that are assigned to them. That file consists of a measure sheet (printable or usable on iPad) and options to create an estimate and proposal. The PA. choses from 1-8 different estimating worksheets. After the worksheets are filled out by the PA. a selling price is generated for each product or service.
The Proposal is templated but auto filled with text for the different products being quoted on. The PA. is given the options to check off, including selling price. This is then auto filled on the proposals price page. The proposal is also the contract and can be signed on paper or iPad.
After a job is sold the PA makes the chosen estimate into a job. This saves the estimate and auto populates the work orders and purchase orders.
A full description of all phases is uploaded
12 freelancere byder i gennemsnit $9/time for dette job
Hi There, I have gone through your requirements. I can build you efficient database system with the script you want for calculation product price or similar. Please free to discuss more in chat. Thank you